Robert Lewis
Robert M. Lewis, CRPC® Vice President, Investments

With a focus on income management strategies and preservation investment services, Bob enjoys applying his expertise to help clients pursue their goals. He also enjoys the personal interaction and the relationships he’s built with clients over the years. For Bob, his work on behalf of clients is a source of both personal and professional satisfaction.

Bob has completed The Chartered Retirement Planning Counselor℠ program of the College for Financial PlanningTM and has achieved the CRPC® designation. Bob earned the designation – considered the nation’s premier retirement planning credential – by demonstrating in-depth knowledge of the needs individuals face both before and after retirement. Today, Bob uses this knowledge in helping clients plan for the future.

A native of Pennsylvania, Bob is originally from Baden. He attended Penn State University, where he earned a bachelor’s degree in business and liberal arts. Bob later received a degree in banking from the Community College of Beaver County, where he was recognized as an outstanding student by the College Trustees, and attended Bucknell University in conjunction with the Pennsylvania Commercial Lending and Banking Schools.

Now Bob lives in Beaver with his wife, Patti. He is a member of the Rotary Club of Beaver and has always been deeply engrained in serving the Community.

Raymond James is not affiliated with any of the organizations listed above.


“We want to help make your retirement a time for looking forward with hope because you look back on your decisions with confidence.”